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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

USA holding history

Liberty All Star Equity Fund in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USA overviewAll 13F holders of USAFull Q3 2025 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of USA by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−11,120−100.0%Sold outHolders
Q3 202211,120$61.0K<0.1%−11,120−50.0%ReducedHolders
Q2 202222,240$140.0K<0.1%+11,120+100.0%AddedHolders
Q1 202211,120$90.0K<0.1%−478−4.1%ReducedHolders
Q4 202111,598$97.0K<0.1%00.0%UnchangedHolders
Q3 202111,598$100.0K<0.1%00.0%UnchangedHolders
Q2 202111,598$105.0K<0.1%+11,598NewHolders